Wednesday, November 19, 2014

FND: Setting up at New Custom Schema in Oracle Applications

This note describes the basic steps needed to setup a Custom Application within Oracle Applications 11i.


Creating a Custom Application in Applications 11i
-------------------------------------------------

Custom Applications are required if you are creating new forms, reports, etc.  
This allows you to segregate your custom written files from the standard seeded functionality that Oracle Applications provide.    
Customizations can therefore be preserved when applying patches or upgrades to your environment.


1)  Make the directory structure for your custom application files.
            cd $APPL_TOP
            mkdir XBOL
            mkdir XBOL/11.5.0
            mkdir XBOL/11.5.0/admin
            mkdir XBOL/11.5.0/admin/sql
            mkdir XBOL/11.5.0/admin/odf
            mkdir XBOL/11.5.0/sql
            mkdir XBOL/11.5.0/bin
            mkdir XBOL/11.5.0/reports
            mkdir XBOL/11.5.0/reports/US
            mkdir XBOL/11.5.0/forms
            mkdir XBOL/11.5.0/forms/US
            mkdir XBOL/11.5.0/$APPLLIB
            mkdir XBOL/11.5.0/$APPLOUT
            mkdir XBOL/11.5.0/$APPLLOG

2)  Add the custom module into the environment

Apply ADX.E.1 and add the entry to topfile.txt as a standard product top entry (follow the existing model in the file)  

Customised environment variables can be added to AutoConfig by using the filename specificed by s_custom_file,
which is then called from the APPSORA.env file.

If using Forms Listener Servlet, you may also need to add $CUSTOM_TOP to formsservlet.ini in $APACHE_TOP/Jserv/etc


3)  Create new tablespace for database objects
            create tablespace XBOL datafile '/u04/AIRXPdata/xbol/xboldata/XBOL.dbf' size 10M default storage(initial 10k next 10k)

4)  Create schema
            create user XBOL identified by XBOL
                        default tablespace XBOL
                        temporary tablespace temp
                        quota unlimited on XBOL
                        quota unlimited on temp;
            grant connect, resource to XBOL;
                  grant create session to XBOL;

5)  Register your Oracle Schema.
Login to Applications with System Administrator responsibility
Navigate to Application-->Register
            Application = XBOL Custom
            Short Name  = XBOL
            Basepath    = XBOL_TOP
            Description = XBOL Custom Application

6)  Register Oracle User
Naviate to Security-->Oracle-->Register
            Database User Name = XBOL
            Password           = XBOL
            Privilege          = Enabled
            Install Group      = 0
            Description        = XBOL Custom Application User

7)  Add Application to a Data Group
Navigate to Security-->Oracle-->DataGroup
            Data Group  = XBOLGroup
            Description = XBOL Custom Data Group
Click on "Copy Applications from" and pick Standard data Group, then add the following entry.
            Application = XBOL Custom
            Oracle ID   = APPS
            Description = XBOL Custom Application

8)  Create custom request group
This will act as a placeholder for any custom reports we wish to make available for the Custom Responsibility (which is defined at a later stage)
Navigate to Security-->responsbility-->Request
            Group       = XBOL Request Group
            Application = XBOL Custom
            Code        = XBOL
            Description = XBOL Custom Requests
We will not define any requests to add to the group at this stage, but you can add some now if required.

9)  Create custom menu
This will act as a placeholder for any menu items we wish to make available for the Custom Responsibility (which is defined at a later stage)   We will create two menus, one for Core Applications and one for Self Service.
Navigate to Application-->Menu
            Menu           = XBOL_CUSTOM_MENU
            User Menu Name = XBOL Custom Application
            Menu Type      = <leave blank>
            Description    = XBOL Custom Application Menu
            Seq         = 100
            Prompt      = View Requests
            Submenu     = <leave blank>
            Function    = View All Concurrent Requests
            Description = View Requests

            Seq         = 110
            Prompt      = Run Requests
            Submenu     = <leave blank>
            Function    = Requests: Submit
            Description = Submit Requests

            Menu           = XBOL_CUSTOM_MENU_SSWA
            User Menu Name = XBOL Custom Application SSWA
            Menu Type      = <leave blank>
            Description    = XBOL Custom Application Menu for SSWA


10)  Create new responsibility.   One for Core Applications and One for Self Service (SSWA)
Navigate to Security-->Responsibility-->Define
            Responsibility Name       = XBOL Custom
            Application               = XBOL Custom
            Responsibility Key        = XBOLCUSTOM
            Description               = XBOL Custom Responsibility
            Available From            = Oracle Applications
            Data Group Name           = XBOLGroup
            Data Group Application    = XBOL Custom
            Menu                      = XBOL Custom Application
            Request Group Name        = XBOL Request Group

            Responsibility Name       = XBOL Custom SSWA
            Application               = XBOL Custom
            Responsibility Key        = XBOLCUSTOMSSWA
            Description               = XBOL Custom Responsibility SSWA
            Available From            = Oracle Self Service Web Applications
            Data Group Name           = XBOLGroup
            Data Group Application    = XBOL Custom
            Menu                      = XBOL Custom Application SSWA
            Request Group Name        = XBOL Request Group

11)  Add responsibility to user
Navigate to Security-->User-->Define
Add XBOL Custom responsibility to users as required.

12)  Other considerations
You are now ready to create your database Objects, custom Reports, Forms, Packages, etc

Create the source code files in the XBOL_TOP directory appropriate for the type of object.   For example forms
would be located in $XBOL_TOP/forms/US or package source code in $XBOL_TOP/admin/sql for example.

Database Objects, such as tables, indexes and sequences should be created in the XBOL schema, then you need to
            a) Grant all privilege from each custom data object to the APPS schema.
                        For example :  logged in as XBOL user
                                    grant all privileges on myTable to apps;

            b) Create a synonym in APPS for each custom data object
                        For example :  logged in as APPS user
                                    create synonym myTable for xbol.myTable;

Other database objects, such as views and packages should be created directly in the APPS schema.



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